Charles has been providing sound financial advice to his clientele since 1989 when he started out his career on the insurance side of the business learning the details and importance of solid, comprehensive financial planning and risk avoidance. Charles earned his Bachelor of Business Administration in Real Estate from the University of Mississippi as well as successfully starting and running two investment brokerage operations. Charles offers well rounded, thought out strategies to even the most complex financial situations. This unbiased financial planning strategy is what attracted him to Raymond James in 2001 because of the firm’s commitment to ensuring that both he and his clients receive the best in service and support.
With offices located at FNBT Bank and Farmers & Merchants Bank, Charles and his team are proud to provide financial planning, personal investments, and trust services. * Charles’ group, at Independent Retirement Associates, focuses on planning for accumulating, managing, and ultimately the transfer of assets over your lifetime. Throughout his career, his “timely” strategies haven’t changed much. Clients can trust Charles to give straightforward advice: Goal Setting + Financial Planning + Professional Management = The Path to Success!
In his spare time Charles enjoys travelling and spending time with his children and volunteering in our communities.
* Trust Services provided by Raymond James Trust